GT
SVVC

Glenmede Trust’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Glenmede Trust’s Portfolio SVVC Stock Details SVVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,300
Closed -$65K – 2384
2018
Q1 		$65K Hold
7,300
– – ﹤0.01% 1529
2017
Q4 		$65K Buy
+7,300
New +$60.6K ﹤0.01% 1529

Other funds holding SVVC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Glenmede Trust's SVVC Position: Q2 2018 in Review

Glenmede Trust sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2018, closing a stake of 7,300 shares — an estimated $65K sold.

Glenmede Trust first reported a position in SVVC in Q4 2017 and held it in 2 quarters. The position peaked at $65K in Q1 2018. 30 funds tracked by Wall St. Rank hold SVVC as of Q2 2018.

  • Glenmede Trust reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Glenmede Trust sold 7,300 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2018, an estimated $65K.
  • Glenmede Trust first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2017 and held it in 2 quarters.
  • Glenmede Trust's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $65K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2018.

Based on Glenmede Trust's 13F filing for Q2 2018, filed 15 Aug 2018.